We are live on ! Find out more
EWU icon

iShares MSCI United Kingdom ETF

161 hedge funds and large institutions have $1.33B invested in iShares MSCI United Kingdom ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

1% less funds holding

Funds holding: 163161 (-2)

3.45% less ownership

Funds ownership: 25.8%22.35% (-3.4%)

36% less capital invested

Capital invested by funds: $2.07B → $1.33B (-$741M)

62% less call options, than puts

Call options by funds: $959K | Put options by funds: $2.53M

Holders
161
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
56
Reduced
52
Closed
35
Calls
$959K
Puts
$2.53M
Net Calls
-$1.57M
Net Calls Change
-$62.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$136M -$10.4M -276,977 -7%
MAA
2
Managed Account Advisors
New Jersey
$103M +$35.7M +955,289 +50%
PVH
3
Psagot Value Holdings
Israel
$91.2M -$4.76M -127,287 -5%
UBS Group
4
UBS Group
Switzerland
$80.7M +$83.6M +2,237,832 New
Bank of America
5
Bank of America
North Carolina
$80.2M -$64.8M -1,734,086 -44%
Franklin Resources
6
Franklin Resources
California
$67.3M +$17.8M +477,528 +34%
FTUS
7
Flow Traders U.S.
New York
$66.7M -$3.02M -80,707 -4%
CC
8
Curian Capital
Colorado
$50M +$21.3M +568,849 +70%
1CP
9
1607 Capital Partners
Virginia
$48.5M +$7.8M +208,591 +18%
Morgan Stanley
10
Morgan Stanley
New York
$41.7M -$4.98M -133,206 -10%
H
11
Hexavest
Quebec, Canada
$36.5M +$1.26M +33,646 +3%
RIG
12
RiverFront Investment Group
Virginia
$29.8M +$23.3M +623,697 +306%
Goldman Sachs
13
Goldman Sachs
New York
$27.4M +$7.31M +195,541 +35%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$25.1M +$24.8M +662,565 +1,916%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$24M -$2M -53,497 -7%
PAG
16
Pinnacle Advisory Group
Maryland
$23.7M +$751K +20,101 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$22.7M -$10.8M -287,641 -31%
WF
18
WealthTrust Fairport
Ohio
$20.5M -$2.11M -56,582 -9%
BlackRock
19
BlackRock
New York
$19.5M +$20.3M +541,852 New
OMC
20
Old Mission Capital
Illinois
$17.4M +$18M +482,028 New
CPO
21
Cerity Partners OCIO
New York
$17.3M +$584K +15,630 +4%
BHB
22
Bank Hapoalim BM
Israel
$16.2M -$487K -13,020 -3%
Deutsche Bank
23
Deutsche Bank
Germany
$14.7M +$761K +20,357 +5%
BTS
24
BB&T Securities
Virginia
$14.4M +$808K +21,620 +118%
SIA
25
Spruce Investment Advisors
Connecticut
$13M -$948K -25,352 -7%

EWU Hedge Fund Activity: Q4 2014 in Review

161 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2014, worth a combined $1.33B — down 36% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EWU positions and 35 closed out — a net gain of 1 holder — while 56 added to existing stakes and 52 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $35.7M. The largest seller was Windhaven Investment Management, cutting an estimated $515M.

  • 161 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2014, down from 163 in Q3 2014.
  • Funds reported $1.33B of iShares MSCI United Kingdom ETF stock for Q4 2014, down 36% quarter-over-quarter.
  • 36 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2014 and 35 closed out, a net change of +1 holder.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $35.7M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2014 was Windhaven Investment Management, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2014.